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Intermediate
Research
Due Diligence
Analysis

Build a Personal Due-Diligence Pipeline Like an Enterprise Research Desk

Produce a thorough due-diligence memo on any target in about three hours.

Download workflow config (JSON)

How the data moves

This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.

  1. Step 1

    Gather Primary Sources

    Use Perplexity to pull primary sources like filings, news coverage, and public statements about the target.

    Tools

    • Perplexity logo
      Perplexity
      • Web research
      • Source synthesis
  2. Step 2

    Cross-Reference Claims

    Run key claims through Consensus to check them against peer-reviewed or credible independent sources.

    Tools

    • Consensus logo
      Consensus
      • Web research
      • Source synthesis
  3. Step 3

    Synthesize Into a Memo

    Feed your gathered sources into Google NotebookLM to produce a structured summary memo with citations.

    Tools

    • Google NotebookLM logo
      Google NotebookLM
      • Web research
      • Source synthesis
      • Note taking & knowledge management
  4. Step 4

    Flag Risks and Open Questions

    Review the memo and add a section listing unresolved risks or questions that need further follow-up before a decision.

    Tools

    No catalog tool specified

Time Required

3 hours per target

Expected Result

A sourced due-diligence memo with claims cross-checked and open risks clearly flagged.

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